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Hedge Funds Similar to OneAscent Family Office,

13F Portfolio OverlapQ1 2026OneAscent Family Office, portfolio →
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Most similar hedge funds by 13F overlap

OneAscent Family Office, LLC is an institutional investor managing $143M across 182 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OneAscent Family Office, are MBA Advisors, Haven Private,, DoubleLine ETF Adviser, with shared positions in $WT, $ALPS, $ASML, $MCD, $VZ, $IBM. The full ranking of 25 similar funds is below.

#1MBA Advisors LLCPassive
Some overlap · 6 shared positions
$WT$ALPS$ASML$MCD$VZ$IBM
$260M
146 positions
#2Haven Private, LLCPassive
Some overlap · 5 shared positions
$WT$ALPS$VZ$KLAC$MCK
$230M
166 positions
#3DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$VZ$UNH$GILD$BKNG$MCD$TMUS
$263M
176 positions
#4TECTONIC ADVISORS LLCActive
Some overlap · 5 shared positions
$ALPS$WT$VZ$GILD$IBM
$1.9B
267 positions
#5Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$WT$AMUB$TMUS$MCK
$451M
146 positions
#6ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Some overlap · 6 shared positions
$ASML$KLAC$MCD$BKNG$MCK$UNH
$184.8B
1,810 positions
#7Capital Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$WT$ALPS$GILD$IBM
$730M
147 positions
#8Trajan Wealth LLCActive
Some overlap · 4 shared positions
$WT$VZ$UNH$BKNG
$2.5B
150 positions
#9Persium Advisors, LLCActive
Some overlap · 5 shared positions
$VZ$UNH$BKNG$MCD$IBM
$127M
60 positions
#10Reyes Financial Architecture, Inc.Passive
Some overlap · 4 shared positions
$WT$ALPS$MCD$IBM
$122M
348 positions
#11HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$WT$VZ$GILD$BKNG
$293M
166 positions
#12LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$UNH$GILD$VZ$MCD$MCK
$970M
154 positions
#13William B. Walkup & Associates, Inc.Active
Some overlap · 5 shared positions
$VZ$UNH$MCD$MCK$IBM
$167M
163 positions
#14Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$VZ$GILD$MCD$KLAC$IBM
$227M
113 positions
#15First County Bank /CT/Passive
Some overlap · 5 shared positions
$VZ$GILD$MCD$KLAC$IBM
$213M
169 positions
#16Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$WT$VZ$ASML$KLAC
$1.1B
284 positions
#17American Alpha Advisors, LLCActive
Some overlap · 4 shared positions
$WT$ALPS$MCK$GILD
$188M
96 positions
#18MEYER HANDELMAN COActive
Some overlap · 5 shared positions
$VZ$GILD$MCD$MCK$IBM
$3.2B
220 positions
#19JPL Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WT$UNH$GILD$IBM
$435M
1,554 positions
#20AXS Investments LLCActive
Some overlap · 4 shared positions
$WT$ALPS$ASML$IBM
$248M
189 positions
#21BINGHAM PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$VZ$GILD$ASML$TMUS$IBM
$126M
164 positions
#22BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 5 shared positions
$ALPS$ASML$KLAC$MCK$IBM
$1.4B
222 positions
#23TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$UNH$GILD$KLAC$MCK$IBM
$182M
115 positions
#24FOREFRONT WEALTH MANAGEMENT INC.
Some overlap · 4 shared positions
$WT$UNH$MCD$TMUS
$139M
71 positions
#25Total Wealth Planning & Management, Inc.Passive
Some overlap · 4 shared positions
$ALPS$VZ$GILD$TMUS
$135M
201 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.